Regulated Investment Company (RIC) Pass Taxes on to Investors

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A regulated investment entity can be any type of investment entity, including mutual funds, ETFs, and REITS.

RIC must receive at least 90% of its income from capital gains, interest or dividends received from investments.
To qualify, at least 50% of the company’s total assets must be in the form of cash, cash equivalents or securities.
President Obama signed the Regulated Investment Company Modernization Act of 2010 into law, which became law on December 22, 2010.